chore: contextual create

[siddhart1o1]

No description provided.

[github-actions]

Storybook preview: Link to Storybook

[sandipndev]

I think we need to further discuss if we need customer picker / we want a contextual create, not global iiuc

[siddhart1o1]

For now, we can create a new entity from 3 pages (for most entities).

• dashboard page
• list page ex. credit facilities list page
• entity details page

When a user is on the "Credit Facility Details" page, they can still create a new credit facility for different customers, and after thinking about this, I feel this flow might be slightly confusing.

Click on create

select a customer and then create a CF

Current flow:

1. User is on the Credit Facility Details page.
2. They click on the Create button → Select Credit Facility → Choose a Customer → Create a facility for that customer.

I am thinking of one of these solutions

• Remove the “Create Facility” option from the Facility Details page entirely.
• Allow facility creation on the Details page to only the same customer the current facility belongs to (skipping the customer selection step).

** This is same for other entities withdraw, user, terms template, customer **

let me know WDYT